How it works
From conversation to context.
Three steps turn everyday client contact into an organised, up-to-date matter.
01
Connect
A client calls.
Your communication channels connect to the Case Assistant. When a client calls, messages or emails, the conversation is linked to their matter, with their history already in view.
02
Capture
The important details stay.
A transcript and a draft attendance note capture what was discussed, so the key facts and instructions are recorded while they are fresh.
03
Continue
The next step is clear.
Review the note, add it to the record and track the follow-up in the matter timeline. Ask the case AI assistant anything about the matter, with answers grounded in its own records.
Illustrative product view · fictional demo data
Getting started
See it with your own workflow
Book a demo
We walk you through the Case Assistant with sample matters.
Map your tools
We look at the communication, practice-management and document systems you use today.
Plan your rollout
Agree how the workspace should fit your team and your matters.
Meet your next workspace
A clearer view.
A more connected practice.
See the Case Assistant with sample matters and talk to us about the tools your practice already uses.